Blue Fin Capital, Inc. Reduced Holdings in Q3 2025

Blue Fin Capital, Inc.

  • $620 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-2.38K
- 77.27%
$620.67 - $670.08 $1.48M - $1.6M
701 $469K
V
Visa Inc.

Financial Services
-1.77K
- 4.09%
$332.09 - $358.86 $589K - $636K
41.5K $14.2M
LLY
Eli Lilly & CO

Healthcare
-123
- 1.12%
$625.65 - $812.69 $77K - $100K
10.9K $8.31M
SPY
Spdr S&P 500 ETF Trust

ETFs
-3.6K
- 23.46%
$617.65 - $666.84 $2.22M - $2.4M
11.7K $7.83M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-441
- 2.78%
$459.11 - $506.91 $202K - $224K
15.4K $7.74M
ACN
Accenture PLC

Technology
-484
- 7.17%
$232.56 - $304.78 $113K - $148K
6.26K $1.54M
AB
Alliancebernstein Holding L.P.

Financial Services
-13.8K
- 33.98%
$37.76 - $42.88 $519K - $590K
26.7K $1.02M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-3.49K
- 27.83%
$97.75 - $100.75 $341K - $351K
9.04K $906K
COST
Costco Wholesale Corp

Consumer Defensive
-81
- 0.65%
$915.95 - $994.57 $74.2K - $80.6K
12.3K $11.4M
ISRG
Intuitive Surgical Inc

Healthcare
-103
- 2.05%
$433.66 - $544.47 $44.7K - $56.1K
4.91K $2.2M
NFLX
Netflix Inc

Communication Services
-75
- 5.85%
$1147.87 - $1297.18 $86.1K - $97.3K
1.21K $1.45M
AMGN
Amgen Inc

Healthcare
-92
- 1.52%
$271.18 - $309.22 $24.9K - $28.4K
5.97K $1.68M
MA
Mastercard Inc

Financial Services
-1.2K
- 4.7%
$550.18 - $598.96 $661K - $719K
24.4K $13.9M
KO
Coca Cola CO

Consumer Defensive
-620
- 3.31%
$65.67 - $71.67 $40.7K - $44.4K
18.1K $1.2M
PFE
Pfizer Inc

Healthcare
-5.21K
- 23.45%
$23.29 - $25.88 $121K - $135K
17K $433K
SYK
Stryker Corp

Healthcare
-174
- 1.55%
$368.57 - $403.53 $64.1K - $70.2K
11.1K $4.09M
MPC
Marathon Petroleum Corp

Energy
-774
- 35.21%
$158.59 - $198.69 $123K - $154K
1.42K $274K
TIP
Ishares Tr Tips Bd ETF

ETFs
-732
- 4.84%
$109.11 - $111.88 $79.9K - $81.9K
14.4K $1.6M
MCD
Mcdonalds Corp

Consumer Cyclical
-124
- 3.04%
$291.67 - $316.99 $36.2K - $39.3K
3.95K $1.2M
ADP
Automatic Data Processing Inc

Industrials
-67
- 2.22%
$288.69 - $310.94 $19.3K - $20.8K
2.95K $864K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-1.57K
- 14.73%
$40.94 - $42.85 $64.3K - $67.3K
9.09K $383K
ES
Eversource Energy

Utilities
-1.55K
- 27.3%
$62.86 - $71.14 $97.5K - $110K
4.13K $293K
YUM
Yum Brands Inc

Consumer Cyclical
-273
- 16.23%
$139.5 - $153.94 $38.1K - $42K
1.41K $214K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-81
- 9.88%
$404.94 - $499.99 $32.8K - $40.5K
739 $358K
PSA
Public Storage

Real Estate
-93
- 6.07%
$271.94 - $298.09 $25.3K - $27.7K
1.44K $415K
EPD
Enterprise Products Partners L.P.

Energy
-500
- 5.86%
$30.74 - $32.14 $15.4K - $16.1K
8.03K $251K
GWW
W.W. Grainger, Inc.

Industrials
-19
- 4.26%
$932.44 - $1059.49 $17.7K - $20.1K
427 $406K
AXP
American Express CO

Financial Services
-173
- 9.48%
$294.27 - $342.31 $50.9K - $59.2K
1.65K $548K
QCOM
Qualcomm Inc

Technology
-580
- 10.74%
$145.84 - $173.55 $84.6K - $101K
4.82K $801K
ITW
Illinois Tool Works Inc

Industrials
-158
- 14.38%
$252.31 - $269.41 $39.9K - $42.6K
941 $245K
BMY
Bristol Myers Squibb CO

Healthcare
-74
- 1.03%
$43.31 - $48.98 $3.2K - $3.62K
7.14K $321K
NVS
Novartis Ag

Healthcare
-293
- 14.25%
$113.5 - $129.73 $33.3K - $38K
1.76K $226K
PANW
Palo Alto Networks Inc

Technology
-3
- 0.13%
$167.06 - $208.19 $501 - $625
2.32K $472K
LOW
Lowes Companies Inc

Consumer Cyclical
-196
- 7.39%
$215.01 - $273.02 $42.1K - $53.5K
2.46K $617K
Brookfield Asset Managmt LTD
-169
- 0.73%
N/A
23K $0
Brookfield Corp
-1.78K
- 2.44%
N/A
71.2K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
-119
- 0.19%
$26.44 - $27.1 $3.15K - $3.22K
61.3K $1.65M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-96
- 5.05%
$108.46 - $120.63 $10.4K - $11.6K
1.8K $214K
O
Realty Income Corp

Real Estate
-135
- 2.07%
$56.13 - $60.79 $7.58K - $8.21K
6.4K $388K
DUK
Duke Energy Corp

Utilities
-100
- 2.1%
$116.31 - $125.93 $11.6K - $12.6K
4.67K $577K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-463
- 9.19%
$87.29 - $93.61 $40.4K - $43.3K
4.58K $427K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-15
- 2.83%
$435.72 - $463.74 $6.54K - $6.96K
515 $238K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-615
- 2.18%
$96.22 - $98.19 $59.2K - $60.4K
27.6K $2.71M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-143
- 1.62%
$136.48 - $142.97 $19.5K - $20.4K
8.71K $1.22M
D
Dominion Energy, Inc

Utilities
-95
- 1.79%
$56.32 - $62.1 $5.35K - $5.9K
5.21K $318K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-46
- 0.18%
$20.22 - $21.71 $930 - $999
25.3K $545K
MCO
Moodys Corp

Financial Services
-28
- 0.56%
$472.69 - $521.32 $13.2K - $14.6K
4.96K $2.36M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-64
- 0.7%
$42.04 - $45.23 $2.69K - $2.89K
9.02K $407K
IEFA
Ishares Tr

ETFs
-1.48K
- 9.76%
$81.7 - $87.53 $121K - $130K
13.7K $1.2M
Activity Summary
Buys All Purchases 61 New Holdings 3 Increased Positions 58 Sells All Sells 79 Reductions 77 Sold out 2 Options Calls 0 Puts 0
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